Baron Capital · 2 months ago
Vice President of Client Business Intelligence
New York, New York
Full-time
Onsite
Mid, Senior Level, Lead/Staff
$200K/yr - $220K/yr
10+ years expBaron Capital is a leading asset management firm founded in 1982, dedicated to hiring and nurturing talented individuals. The Vice President of Client Business Intelligence will manage enterprise sales data, enhance CRM capabilities, and provide analytics to support business initiatives and sales productivity.
ConsultingCrowdfundingFinancial Services
Responsibilities
Collaborate with stakeholders to organize the firm’s enterprise data into a centralized repository/database, allowing for cleansing and enrichment before feeding it to our CRM system
Work with the Head of Sales Enablement to create and implement business processes and logic for critical data functions, including ingestion of new data packs, validation of our sales/asset data, and integration of key data points into Salesforce and other reporting tools
Work with sales leadership to identify key datapoints and the workflow to push snapshot data from the database into Salesforce to provide the sales organization and management team with a better understanding of our client base
Design, implement, and maintain reporting, calculation, and troubleshooting process for sales compensation in collaboration with sales leadership and accounting
Develop and communicate actionable insights to key stakeholders including sales teams, sales leadership and marketing to aid their ability to make strategic decisions
Conduct current state assessments by collecting information on data sources, data flows, information consumption, and information production
Design and development of metrics, reporting, visualizations, dashboards and CRM enhancements to support the sales organization
Proactively analyze data to answer key stakeholder questions and generate views on what drives business performance, efficiency and productivity
Leverage business knowledge with technical skills to offer solutions in partnership with business and IT teams to deliver technology-related outcomes
Troubleshoots issues related to reporting, business intelligence, data integrity and CRM functionality
Develop business automation and process reengineering
Qualification
Required
10+ years of industry experience, including 5+ years in a senior sales data role
Bachelor's degree in Finance, Business, Analytics, or related field required
Advanced proficiency in Excel
Proven track record in data architecture and management
Working knowledge of PowerBI, SQL, and combining datasets using visual ETL tools or coding experience
Proficiency in design and implementation of digital dashboards and static reports
Familiarity with CRM systems, particularly Salesforce.com
Exceptional interpersonal skills and ability to collaborate across departments
Ability to communicate clearly, effectively, and in a timely manner with all levels of the organization
High attention to detail, excellent analytical and critical thinking skills
Self-motivated and intellectually curious, and adaptable
Professional demeanor
Preferred
Fundamental understanding of the asset management industry is strongly preferred
Experience in data aggregation and analysis within the asset management industry
Benefits
Annual discretionary bonus
401(k) and Profit-Sharing Plan
Medical, dental, and vision insurance coverage
Short and long-term disability insurance coverage
Paid time off programs
Free corporate gym access
Subsidized in-office lunch options
Various employee discounts/perks programs
Company
Baron Capital
Baron Capital Group is a research-driven, long-term equity investment firm focused on delivering growth equity investment solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jake Lilie
Chief Technology Officer
Ashim Mehra
Portfolio Manager
Recent News
Silicon Republic
2026-01-14
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